Set up triggers in KeyCRM.
Task 1 — Orders that failed to be paid
Goal: to bring the customer back and encourage a repeat order with payment upon delivery.
Required:
In KeyCRM, set up a trigger for:
new orders
status: “unpaid”
Automatically send the buyer a message with:
an explanation that the payment did not go through
an offer to repeat the order
a recommendation to choose payment upon delivery
Ensure correct operation only for Rozetka.
Task 2 — Non-collection (Nova Poshta / Rozetka delivery)
Goal: to reduce the number of non-collections and automatically close such orders.
Required:
In KeyCRM, set up triggers for orders:
delivery: Nova Poshta and Rozetka delivery
status: arrived at the branch / pickup point
Set up automatic reminders for the buyer:
on the 3rd day after arrival
on the 4th day
on the 5th day
Messages should motivate to pick up the order to avoid returns.
If the order is received — the chain of messages stops.
If the order is not received and is returned — automatically:
change the status
close the order as “non-collection”.
Expected result
Two working scenarios in KeyCRM
Testing on test orders
A brief explanation of where and how to edit the logic and texts
Applications 1
Client's review of cooperation with Vyacheslav Filimonenko
Set up triggers in KeyCRM.The project was completed on time and with quality. Always in touch, responded quickly to requests, and demonstrated a high level of professionalism. I am completely satisfied with the collaboration, it was a pleasure to work together. I recommend. Thank you, Vyacheslav.
Freelancer's review of cooperation with Kirill Kondratenko
Set up triggers in KeyCRM.The client was great, everything went wonderfully, there were no misunderstandings. It was a pleasure to collaborate.
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Hello!
The task is clear. I offer assistance with the implementation. I guarantee a responsible attitude.
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Kyrylo, good day!
I have 3+ years of experience in automations with Key CRM. I am ready to complete this task turnkey.
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… Can we discuss the details?
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1762 19 0 1 Hello, Kirill!
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